Spdr S&p 500 Etf shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $832k | 1.2k | 681.92 |
| 2025-06-30 | $718k | 1.1k | 632.78 |
| 2025-03-31 | $859k | 1.5k | 559.39 |
| 2024-12-31 | $929k | 1.6k | 581.46 |
| 2024-09-30 | $351k | 612 | 573.76 |
| 2024-06-30 | $211k | 387 | 544.22 |
| 2023-03-31 | $218k | 531 | 410.95 |
| 2022-12-31 | $202k | 527 | 382.43 |
| 2019-06-30 | $771k | 2.6k | 292.93 |
| 2019-03-31 | $782k | 2.8k | 282.62 |
| 2018-12-31 | $592k | 2.4k | 250.11 |